+349.0%
BHP vs AMBA
+7.9%
+341.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +3.5% | -2.4% | +0.5% |
| 7D | +2.4% | +2.6% | -0.2% | +1.8% |
| 30D | -5.4% | -3.6% | -1.8% | -4.9% |
| 3M | -6.9% | -24.6% | +17.8% | -2.3% |
| 6M | -4.3% | -21.6% | +17.3% | -3.0% |
| YTD | +41.6% | -11.8% | +53.4% | +38.9% |
| 1Y | +53.3% | -33.2% | +86.5% | +57.7% |
| 3Y | +58.4% | +24.5% | +33.9% | +35.2% |
| 5Y | +121.3% | -67.7% | +188.9% | +128.2% |
| 10Y | +349.0% | +4.7% | +344.2% | +196.4% |
| All | +349.0% | +7.9% | +341.1% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMBA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling